Learn How to upload, scan, and map credit memos for your invoices in Kojo!
You will need to begin by going to the Invoices page in Kojo. From here, there are a couple of different ways that you can upload a credit memo.
Table of Contents
Uploading Credit Memos from the Invoices Homepage or by Inbox/Email Ingestion:
If your credit memos are ingested via email/inbox into Kojo, please scroll down to Step 3 in this section.
One way to upload a credit memo is from the Invoices homepage by clicking on "Upload an Invoice/Credit":
When you do so, you will then want to select "Credit" from the document type drop-down menu located in the upper right-hand corner of the screen, and then click "Save" in the bottom right-hand corner of the screen:
Now your credit memo will be uploaded to Kojo, but unlinked to an invoice. If your credit memo was sent to an inbox that automatically ingests your invoice information to Kojo, then it will also show up as uploaded in your list of memos and invoices on the Invoices page in Kojo, but unlinked to an invoice. For both methods of uploading, the following step to link the memo to an invoice will be the same:
Click on the invoice you would like to link the credit memo to.
Use the options drop-down menu to select, "Link Credit Memo":
From here, a pop-up screen will appear where you can enter the number of the credit memo in Kojo to link, and click "Link to Credit Memo":
Uploading a Credit Memo on the Page for the Associated Invoice That it is For:
The other method you can use to upload a credit memo in Kojo is to begin by opening the invoice in Kojo that you would like to link a credit memo to.
Use the options drop-down menu to select, "Link Credit Memo":
When the pop-up screen appears, click on "Or upload a file":
3. Select your credit memo file, be sure to specify the file is a credit memo, and click "Upload":
4. The other way you can get to this upload screen directly from the invoice you are uploading a credit memo to is by clicking the "Add New Document Tab" on the invoice:
5. Follow steps 3 and 4 above after selecting to add a new document in this way to finish uploading your credit memo to your invoice.
Mapping Credit Memo Items:
Now you will need to map your Credit Memo items!
Once you have uploaded your credit memo, and it is linked to an invoice, you will see a warning on the credit memo items that they are unmapped! You will need to make sure those items are mapped from the credit memo to the corresponding item or items on the invoice. You can do so by clicking "Map Now":
On the mapping screen, the item, or items, with the closest price and description will be notated if relevant. Map the items by first selecting the credit memo item on the left and then clicking the invoice item on the right you would like to map it to. Once you are done, click “Save”:
Now, when you scroll down the page you will be able to see a break-down and see your credit memo subtracted from your amount owed!
If you have any additional questions, please reach out directly to your CSM or to our Support Team at support@usekojo.com.